Member Info for davidpqz

Following on from Fredluck's post on this topic. Ameda and nal van minden (at least) seem to have antigen tests that are unbeatable in terms of sensitivity and specificity. Any views?

If someone put their life on the line for me, I'd give them more than 1% or a clap. Have you seen the casualty rates among front line staff?

Thanks for the informative, relevant (and intelligent) post.

The tone of the last RNS was stronger than previously, " A continued recovery in oil prices would further enhance the significant value we see in our West of Shetland portfolio". That persuaded me to lay out some cash which bought me a surprisingly large number of shares.. Good luck and let's hope that predictions of a "commodity super cycle" prove true.

The share buyback is window dressing. Spending just £1m only results (market cap remaining constant) in the sp rising by 1p.

The average price of oil in 2019 was $35. It is now $67. If costs remain the same a large chunk of that increase should hit the bottom line. Very simplistic arithmetic, I know, but perhaps that's why.
Btw on this simple basis gross profit quadruples.

FY 19 @ avg $35 bbl. Brent currently touching $67. Might be grounds for an informed gamble! But don't bet the farm - I've been disappointed before !

As an exercise I calculated the average g/t figure for V25 (sum of grade x metres divided by total metres}. It comes out at just under 46 g/t. The value is there, the only question is when !

Vein 25 has the very high quality gold deposits. It has been six weeks since the mine collapse. Six weeks of no V25 production. The results of the investigation may result in mine closure in the worst case or the reopening of a mine with tremendous ootential.
Place your bets. Or, if you've got some info, please do share it!

It has taken months to get these results on a small sample size. Larger scale testing will now be undertaken. Can we really believe that this will be manufactured and ready for sale in just six weeks?
Considered and non abusive replies only please.

2020 Revenue Au $29m, Ag $0.4m. I take it that you are bullish on the price of silver?

The RNS basically reports that the dosing of the first cohort of the phase 2a extension (higher dose) has been completed with the dosing of the the third patient. This cohort will be reviewed before proceeding with the dosing of the next cohort.
This in itself is not dramatic news - no efficacy figures were released and we probably won't see any until June. And yet the sp has jumped by about 17%.
Olav indicated that there would be three or four significant news releases in Q1.
I don't think this was one of them but I think it does indicate how the market's attitude towards RENE has changed and now seems primed for good news.
The only other thing of note is that we now have a date for the commencement of the single pivotal study (H2 2022) which could lead to commerciality (sometime in 2023?).
Sorry to be the bearer of cold water.

I wish you would stop doing that Zahir. This bb distinguishes itself by having some good heads on it. I don't post often but I do check in here to see what other people are thinking. The problem with making excited predictions such as "This is going to hit £20 by Christmas", is that it encourages idiots and soon the bb degenerates into a mob of ranting idiots of which sadly, there are many examples on the LSE. Nothing personal as I too am very hopeful but please let's keep the discussion reasoned and the idiots out.

In an idle moment I calculated the average production over the last three quarters. I then applied that to an eleven month 2021 and to my surprise, came up with a number greater than 2020's predicted production of 44,500 ounces.

Great news but remember that clinical trials are worse than watching paint dry . Phase 1 trials are low dose, low number of participants and the aim is not efficacy but ensuring that it does no harm. An object lesson is RENE over the last few years.

Can anyone point me in the direction of a sane discussion?

When directors sell their entire holding? Enough said.
The rms website says that it takes up to 7 hours for the virus to die. How many breaths do you take in seven hours?
Anybody want to buy some dutch tulip bulbs?

The world is going green but not I suspect, with this company. Orders are announced but no value is assigned to them with the exception of the one just 'postponed' which was indeed a whopper! The only other outstanding order I can see is for 200k euro.
A director makes a related party loan to the company and receives $206,857 in interest. Nice business if you can get it.
There doesn't seem to be much news on the second Paragraf collaboration which would proceed to commercial discussions if additional performance targets were met. The link up with Paragraf was announced on 21 Dec 2017.
I've wasted a few hours looking into this company and I am not impressed.

Without going into the why's and wherefore's, some of his figures appear to be quite a bit different from TSG's published figures.

Bad news is somettimes released after the msrket is closed. I subscribe to an RNS alert service which texts me when an RNS is issued.